Webinars
There was a big drop in tech stocks last night coupled with a number of [...]
After surviving an assassination attempt, Trump is leading most polls for the next president. [...]
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
At the end of the day, it always boils down to what your goals are, [...]
I have a confession. I don’t know much about the inner workings of combustion engines. Starting combustion [...]
I have a working theory that overall betting odds on elections are affected by what [...]
The global economy is in a delicate state. Nearly every major economy is facing some [...]
There has been a lot of talk lately about electric vehicles and their impact on [...]
Recently described by CNBC as “the hot new investing strategy”, Vanguard, Blackrock and Morgan Stanley [...]
A side effect of Russia’s invasion of Ukraine has been the jump in oil and [...]
The western world has not engaged in war with Russia in a traditional sense yet, [...]
Not every investment has an equal distribution of upside and downside. Humans, as a rule, [...]
Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more [...]
Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which [...]
2021 began with optimism. After Victoria beat off its virus second wave, Australia was effectively [...]
A client asked us to look at a recent Bridgewater post titled It’s Mostly a Demand [...]
Broadly speaking, investing in either direct international shares or in international Exchange Traded Funds (ETFs) [...]
Investors seem to be looking at the same data and drawing vastly different conclusions. It’s [...]